We meet a variety of unique needs for our clients. Some clients simply need strategic investment services, while others seek a more comprehensive platform consisting of a range of services we can provide. Our team of professionals address everything from day-to-day transactional needs to long-term strategic planning. Whether your family requires investment management or a broader array of products, we can help.
Estate Planning & Administration
THE OPPORTUNITY OF MORE THAN ONE LIFE TIME
Corundum Group has substantial experience in developing comprehensive strategies providing for the orderly and tax-effective transfer of wealth from generation to generation.
Private Banking & Cash Management
Convenient concierge service
Corundum Group provides access to private banking services designed to meet complex financial needs. We can coordinate these individualized services by handling sensitive financial transactions in a closed, confidential setting that serves as a buffer from unwanted inquiries and solicitations.
Tax Management, Planning & Accounting
Many happy returns
Our tax and accounting partners offer an extensive range of services aimed at minimizing your income and estate taxes. Our team works diligently with our valued partners to stay apprised of the ever-changing tax code to ensure efficiency with your tax plan. We provide financial reporting and record keeping, and coordinate comprehensive return preparation, all based on your long-range financial strategy.
Insuring & Protecting Your Assets
Because of their unique needs, affluent families may have inadequate insurance protection for their homes, autos, valuable possessions, and liability risks. Corundum Group, through our network of trusted insurance professionals, provides highly personalized guidance and support for our clients’ insurance needs, including reviews for home, auto, watercraft, personal valuables, and personal liability exposures
Representing families, foundations & Individuals
Corundum Group was initially established to serve the financial needs of just one family. Over time, we found the expertise and style of our firm was appealing to other families, and as such, we have slowly expanded to become a “multi-family office.” Our team commands the resources and sophistication of larger firms. We can deliver access to top professionals through our select network of partners in law, tax accounting, investment management, banking, and more.